Southwest Florida Advocates

Navigating Life

with Retirees and their Families

Part of the joy of a long and successful life is reaping the material benefits of your hard work and careful money management. Southwest Florida Advocates offers you the confidence that when you would appreciate assistance with the management of your affairs, we will walk with you in accordance with your goals and desires.

We work hard to earn your trust which, in the end, provides you with peace of mind.

Our Mission: Southwest Florida Advocates exists to bring security, peace, and a higher quality of life to retirees and their families by providing client-focused fiduciary and advisory support services.

Why Use a Professional Fiduciary?

Consider how important it would be to have someone ready to step in with only a moment's notice to walk with you in the management of your business, financial, and health care concerns when you or your loved one cannot.

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